Financial Planning Focus Newsletter
How Do You Manage Your Retirement Plan?
Providing education for retirement plan participants is not the easiest task. For one, most people don’t want to be lectured about the inner workings of their 401(k) plan. When we present to participant groups, we often look out onto folks that seem distracted, worried, weary, or just overwhelmed. And while what we are saying is important, it feels like we are speaking a foreign language for most people.
Investment Management Letter
Investment Management - Second Quarter 2025
Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us individually and as a nation.
Special Releases
Special Release - Highlights of the One Big Beautiful Bill Act of 2025
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, representing the most comprehensive tax legislation since the Tax Cuts and Jobs Act (TCJA) was enacted in 2017.
Special Release - Brian Mackin Selected to be Next President of West Financial Services
How quickly time passes! My forty years at West Financial Services has been engaging, grounding and a joy. Forty years of spending my days with intelligent, passionate, accomplished and diverse people is hardly work. But change is an inevitable part of life. Beginning in July, I will be shifting to a part-time schedule.